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Simplicity Solutions’s AdaptHealth AHCO Stock Holding History

Simplicity Solutions’s Portfolio AHCO Stock Details AHCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$253K Hold
34,640
– – 0.01% 889
2023
Q3 		$315K Buy
+34,640
New +$415K 0.01% 748

Other funds holding AHCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OCA
OEP Capital Advisors New York $194M AUM 9.78% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SC
SkyKnight Capital San Francisco, California $107M AUM 9.69% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Simplicity Solutions's AHCO Position: Q4 2023 in Review

Simplicity Solutions held its AdaptHealth (AHCO) position steady in Q4 2023 at 34,640 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #889.

Simplicity Solutions first reported a position in AHCO in Q3 2023 and has held it in 2 quarters since. The position peaked at $315K in Q3 2023. 192 funds tracked by Wall St. Rank hold AHCO as of Q4 2023.

  • Simplicity Solutions held 34,640 shares of AdaptHealth worth $253K as of Q4 2023.
  • Simplicity Solutions left its AdaptHealth share count unchanged in Q4 2023.
  • AdaptHealth made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #889 holding.
  • Simplicity Solutions first reported a position in AdaptHealth in Q3 2023 and has held it in 2 quarters since.
  • Simplicity Solutions's AdaptHealth position peaked at $315K in Q3 2023.
  • 192 funds tracked by Wall St. Rank held AdaptHealth as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.